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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-07 |
| WI | RA | APPROVED | 1994-10-12 |
Branch Locations
700 N Third St Ste 204, La Crosse, WI 54601 • United States
3458 Losey Blvd S, La Crosse, WI 54601 • United States
La Crosse, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | La Crosse | WI | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | La Crosse | WI | 03/2020 | Present |
Outside Employment; Summit Management Group, LLC; Senior Vice President - Handle all non-licensed activities, manage the staff handling financial planning, help manage staff, run our systems, provide marketing. support, administrative support, manage my real estate, recruiting into the practice, handle all HR administration, accounting, books and records and payroll, and any other non-licensed operational activities needed to run the business.we do not promote advertising.; ; 1530 Greenview Dr, , Rochester, MN, 55902; Not Investment-Related; 01/28/2022; 40 to 59 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-09-01 |
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